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Estimated time: 2 minutes

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Overview

Once pricing is set, share access with your client so they can log in and see their assistant, usage, and billing.

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Prerequisites

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Steps

Review and Launch screen showing sub account summary and primary user credentials
1

Review the summary

From the wizard’s Review & Launch step (or the sub account’s Users tab), review the sub account summary: dashboard URL, subdomain status, connected provider, and masked API keys.
2

Copy the credentials

Copy the Temporary Password shown for the primary user (the only time it appears in plain text) and note the dashboard URL your client will use to log in.
3

Share securely

Share the dashboard URL, email, and temporary password with your client through a secure channel (password manager, encrypted email, or a secure sharing service).
4

Prompt a password change

Ask your client to change their password immediately after their first login.
The temporary password is displayed in plain text only once, on this screen. If you didn’t copy it, you’ll need to reset the primary user’s password from the sub account’s Users tab.

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Tips

  • Use a secure password-sharing service or encrypted email rather than plain chat or SMS.
  • To invite additional team members to the same sub account later, use New Sub Account User from the Users tab.